GENESIS PRIVATE WEALTH, LLC SEC EDGAR Filings (CIK 0001965529)

SEC EDGAR filings, ownership reports, and insider transactions for GENESIS PRIVATE WEALTH, LLC.

Business address
20755 Williamsport Place, Suite 140, Ashburn, VA, 20147
Top securities (13F)
IWF, IVV, FBND, IWD, GLD, CGGR, PTRB, RDVY, JMBS, VTEB, VIG, SCHF, BIV, LMBS, IEFA, VOT, MUNI, VOE, VXUS, and AGG
State of incorporation
VA
Fiscal year end
31 December
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GENESIS PRIVATE WEALTH, LLC has filed 6 SEC EDGAR filings since 17 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Jan 2026 31 Dec 2025 028-24567
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-24567
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24567
N-PX Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-24567
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-24567
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-24567